Company Earnings Update | May 16, 2019 Register for Free Access Farfetch (NYSE: FTCH) 1Q19 Results: Strong Growth Driven by Platform GMVFarfetch’s 1Q19 revenues grew 38.6% to $174.1 million, beating the $171.1 million consensus estimate, primarily driven by 43.2% growth in Platform Services Revenue to $141.8 million. Read More
Insight Report | May 16, 2019 Premium Insights from China: China’s Nasdaq-Style Tech Board and Its Implications for BusinessesChina’s new tech board with its relaxed IPO rules will likely draw more domestic tech startups to go public at home. The move is part of China’s effort to develop its tech sector and boost economic growth in general. Read More
Company Earnings Update | May 15, 2019 Register for Free Access Ralph Lauren (NYSE: RL) 4Q19 Results: EPS Beats ExpectationsRalph Lauren reported fiscal 4Q19 adjusted EPS of $1.07, above the $0.89 consensus estimate. Read More
Insight Report | May 14, 2019 Premium April 2019 US Same-Store Sales: Costco Comps Ahead of Consensus, Buckle’s Men’s Segment Outperforms Women’s, Cato Posts Robust CompsCostco’s same-store sales growth beat the consensus estimate. Its e-commerce segment continued to post strong growth. Read More
Company Earnings Update | May 13, 2019 Register for Free Access Tapestry (NYSE: TPR) 3Q19 Results: Revenue Misses Expectations, Opening Stores in ChinaRevenue increased vs last year but missed expectations. Successful China initiatives have led to increased brand awareness and new store openings in China are planned across multiple brands. Read More
Market Navigators/Market Outlook | May 9, 2019 Premium US Furniture Market 2019This report outlines the current landscape of the $114B US furniture and home furnishing industry, the changing behavior of the US consumer (including millennials), and profiles retailers that have innovated with new business models, technology and operational strategies. Read More
Insight Report | May 9, 2019 Premium Insights from China: The Second Belt and Road ForumAt the second Belt and Road Forum, China’s president Xi sought to emphasize the country’s desire to open to the outside world, and listed outcomes of the Belt and Road Initiative. Read More
Insight Report | May 8, 2019 Premium US and China Quarterly Economic Update: Data Shows Resilience in US and China EconomiesUS GDP increased by an annual seasonally adjusted rate of 3.2% in the first quarter of 2019, versus 2.2% in the fourth quarter of 2018. GDP in China increased 6.4% year over year in the first quarter of 2019, the same as the previous quarter. Read More
Flash Report | May 7, 2019 Register for Free Access President Trump Threatens Additional Tariffs on Chinese Imports Ahead of Crucial Trade TalksThe latest development of increasing tariffs for Chinese goods adds uncertainty to US-China trade negotiations, although it appears to be a negotiating tactic: Turning up the heat on China immediately before crucial talks. Read More
Company Earnings Update | May 7, 2019 Register for Free Access Adidas (DB: ADS) 1Q19 Results: Double-Digit Growth in Asia Pacific and 16% in China Drive Operating Margin ExpansionDouble Digit Growth in Asia-Pacific and 16% in China Drive Operating Margin Expansion Read More
Insight Report | April 30, 2019 Premium March 2019 Monthly Consumer Update: US, UK and ChinaIn March, US gasoline-price deflation eased to near-zero, contributing to an uptick in overall consumer price inflation. China retail sales growth picked up pace to 8.7% year over year. Read More
Insight Report | April 30, 2019 Premium 2019 Tax Tracker Week 12 — Final: Post-Tax-Day Wrap-Up — Number of Returns Up Slightly, Average Refund Down 2.0%Following the April 15 filing deadline, the number of filings remains positive, however the total amount and average refund size trail the year-ago figures. Read More
Insight Report | April 22, 2019 Premium March 2019 US Retail Sales: Growth Seen in Most Sectors with Major Uplift in Home ImprovementUS saw retail sales growth in most sectors with major uplift in home-improvement in March. Read More
Insight Report | April 22, 2019 Premium March 2019 UK Retail Sales: Small Retailers Drive Solid Total Growth; Food Retailers’ Online Sales Decline for the First Time in Eight YearsThe Office for National Statistics reported a strengthening of retail growth to 4.4% year over year in March, supported by a 4.0% increase in volumes. Growth was supported by a reported 8.9% increase in sales at small retailers. Read More
Insight Report | April 17, 2019 Premium Insights from China: The Boao Forum for Asia and China’s Advocacy for an Open EconomyIn our weekly series Insights from China, we examine issues that affect international brands and retailers in China. We cover areas such as policy, consumer behavior, consumer sentiment, government regulations and the competitive landscape — as they affect the business operations and future outlook. Read More
